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Once you've created your Processes, you can now invite someone to complete the required steps.
You have several options to have someone start your process. Pick the one you prefer
I want to send a personal invitation to someone
When to use? When you know the recipient (eg. a client, a lead you just had a meeting with etc)
1/ Click on 'New application' at the top of your account
2/ Pick the Process you want to run
3/ Add the recipient's details
4/ Follow the steps (step 2 is optional) and confirm
Your recipient receives an invitation via email (which you've set up in the Process)
I want to send multiple invitations to a group of people
When to use? When you have a database of contact details you want to onboard in bulk
1/ Click on 'New application' at the top of your account
2/ Pick the Process you want to run
3/ Click on the multi-recipients icon 
and follow these steps
I want to grab my portal link and add it to my website
When to use? When you want website visitors to start the process seamlessly
1/ Go to the client portals section to create a new portal access link
I want to embed the portal on my web pages
When to use? When you want website visitors to start the process from your pages
1/ If you use an HTML website, follow these steps
2/ If you use a WordPress website, follow these steps
I want one of my apps to trigger the invitation to start a process
When to use? When you want to have someone start your process using APIs
1/ You can do this Zapier
2/ You can do this as well using our API